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Portfolio (Quarterly) Guide ↗

Marex Group plc

· CIK 0001997464
13F Portfolio $15.9B AUM 1,565 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 572 New 219 Added 156 Reduced
Page 37 of 49  ·  963 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,111.0 $282K 0.00% NEW $27.87 -16.3%
722 LOPE GRAND CANYON ED INC Consumer Defensive 1,690.0 $281K 0.00% NEW $166.31 -8.2%
723 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,948.0 $280K 0.00% NEW $143.89 +68.1%
724 IONS IONIS PHARMACEUTICALS INC Healthcare 3,524.0 $279K 0.00% NEW $79.11 +3.4%
725 DVN DEVON ENERGY CORP NEW Energy 7,602.0 $278K 0.00% +875.0 +13.0% $36.63 +10.5%
726 HUT 8 CORP 6,048.0 $278K 0.00% NEW $45.94
727 FDS FACTSET RESH SYS INC Financial Services 955.0 $277K 0.00% NEW $290.19 -13.8%
728 BCP INVESTMENT CORPORATION 23,403.0 $277K 0.00% NEW $11.83
729 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 27,100.0 $276K 0.00% NEW $10.19 +3.3%
730 VVR INVESCO SR INCOME TR Financial Services 84,393.0 $276K 0.00% +25K +41.9% $3.27 -8.6%
731 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 6,353.0 $275K 0.00% NEW $43.30 +23.2%
732 BOIL PROSHARES TR II Financial Services 11,918.0 $273K 0.00% NEW $22.90 +15.5%
733 CAT CATERPILLAR INC Industrials 476.0 $273K 0.00% -478.0 -50.1% $572.87 +68.2%
734 MMM 3M CO Industrials 1,702.0 $272K 0.00% NEW $160.10 +0.2%
735 VRRM VERRA MOBILITY CORP Technology 12,115.0 $271K 0.00% NEW $22.41 -80.8%
736 TXN TEXAS INSTRS INC Technology 1,546.0 $268K 0.00% NEW $173.49 +68.9%
737 DG DOLLAR GEN CORP NEW Consumer Defensive 2,020.0 $268K 0.00% -4K -67.6% $132.77 -11.0%
738 MIND MEDICINE MINDMED INC 20,000.0 $268K 0.00% NEW $13.39
739 EATON VANCE TAX-MANAGED BUY- 18,600.0 $267K 0.00% NEW $14.36
740 SFL SFL CORPORATION LTD Industrials 34,106.0 $266K 0.00% +23K +196.9% $7.81 +35.6%
Page 37 of 49  ·  963 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 28.0%
Consumer Cyclical 11.1%
Healthcare 10.1%
Communication Services 9.0%
Industrials 2.4%
Utilities 1.2%
Basic Materials 1.0%
Energy 0.6%
Real Estate 0.5%